31
July
In general, the inflow was still positive and remained stable. On the other side, there is still notable differentiation in capital allocation, only concentrated on a few ETFs. In this case, the demand for funds in Vietnam is still very optimistic and the expectation of positive inflows will be maintained in the context that the stock market is showing positive movements.
31
July
The stock market increases strongly in the session with high liquidity, showing positive signals. However, the downside risk intact remains around the next important resistance level of 1,240-1,250 pts, which is the old peak zone in 2Q22. Therefore, investors should hold long positions and wait for the next signal.
31
July
The VNIndex sustains its medium- and short-term uptrend, bolstered by ample liquidity and a decisive breakout above the 1,200-pts level. This bodes well for investors' confidence and potential market gains. In this case, traders should hold long positions and focus on leading stocks.
28
July
The stock market closes around the reference point thanks to demand at the low price zone in the afternoon. specifically, the liquidity records at a high level while the VNIndex only falls slightly, showing the profit-talking pressure is still present but weak. However, the downside risk intact remains around the next important resistance level of 1,240-1,250 pts, which is the old peak zone in 2Q22. Therefore, investors should hold long positions and wait for the next signal.
27
July
The market increases slightly and the VNIndex surpasses the important resistance level of 1,200 pts, showing a bullish signal. However, the downside risk may present the next time, around the next critical resistance level of 1,240-1,250 pts zone. Therefore, investors should open long positions and focus on the leading stocks.
26
July
The stock market maintains an upward trend and the liquidity is still at a high level, showing a bullish signal. Furthermore, the VNIndex approaches the important resistance level of the 1,200 pts threshold. If successfully surpasses this threshold, the uptrend will be confirmed. Therefore, investors should hold long positions and wait for the breakout signal.
25
July
The market maintains to increase with high liquidity, showing that the inflow is still positive. This reflects the market's optimistic sentiment towards the scenario of the VNIndex successfully surpassing the significant resistance level of 1,200 pts and confirming the uptrend. Therefore, investors should hold long positions and wait for the next signal.
24
July
In general, demand intensified strongly in the previous week, showing inflow across ETFs in Vietnam was still positive. However, there is still notable differentiation in capital allocation, primarily focusing on KIM GROWTH VN30 ETF and VANECK VIETNAM ETF, while other major ETFs remained to experience capital withdrawals or fail to attract inflows.
24
July
Inflow is intensified in the session, pushing the market increases by more than 1% with high liquidity. Besides, the VNIndex advance into the 1,180-1,200 pts zone, a significant resistance zone. Accordingly, if this index successfully surpasses the 1,200-pts threshold, an uptrend will be confirmed. Therefore, investors should hold long positions and wait for the next breakout signal.
15
March
Regarding the impact of the global commodity price surge on Vietnam CPI, we estimate that the current value of Brent price could push 2022 inflation to exceed the government target of 4%, mainly through the consumption channel. However, implementing well-established tools allows the Vietnam government to mitigate external shocks proactively. To sum up, we forecast that the global commodity surge would create temporary pressure on Vietnam inflation.
27
December
Key factors that drive the stock market to rise in 2022 include: (1) the Vietnam economy recovering and strong growth in 2022 and (2) new money will continue to flow into the stock market as new cash flows into stock markets and new money comes from capital flows of securities companies to margin.
09
November
A record plunge in Vietnam’s economy in 3Q21 has threatened economic prospects in the medium and long term growth. The government is standing in a right place to mitigate the lingering impact of the current outbreak and the next ones if they take appropriate actions in an appropriate timing and appropriate way. Recent macro and policy developments are signaling that the ongoing economic recovery would be smooth and sound, but it needs a booster shot, a sufficiently large fiscal relief package, to accelerate recovery momentum and help economic growth back on track. From our view, the “Economic Recovery and Development” fiscal support package, if successfully passed, would be a key to unlocking the full potential of the economic recovery.
26
July
Amid a widespread COVID-19 delta attack in the Southeast Asia region, Vietnam is stepping into the worst outbreak in both its health and economic impacts. Although the government actively deployed various solutions to follow the twin target that effectively controls the pandemic and promotes socio-economic development, the negative impact of economic recovery is inevitable. We predict that the COVID-19 economic impacts on domestic consumption and production levels would be partly reflected in oncoming macroeconomic updates under strict lockdowns nationwide.
18
June
Surging commodity prices and increasing inflation recently pose a considerable risk to global economic stability. However, the majority of global economists and monetary policymakers just saw this phenomenon as a transitory factor, and this trend would eventually reverse to a normal track in the medium- and long- term. Regarding Vietnam's situation, we saw a stable demand-supply balance in major commodities and well-controlled price conditions. The inflation shock in the near term, if it happens, would be expected to be transient and bear a little risk to the economic stability.
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